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Kažkaip tyčia ar netyčia pamirsote paminėti apie Rusijoje gautas pajamas už parduotą slakeli dujų,o jos tiesiog protu nesuvokiama leidžiančios rusų gamykloms dirbti ir kariauti trim pamainomis.
@Derievnia
,Nu taip.Pindosai jau užsilenkė nuo Ukrainos finansavimo.Dar bando žodžiais Europa pabezdėti,bet Europos ekonominis variklis - Vokietija - jau irgi užsilenkė.
Arctic LNG 2 Problems
The launch of the first 6.6 million ton per year train of Arctic LNG 2, scheduled in January, was expected to be one of the key growth drivers for gas exports in 2024. But US sanctions against the project and associated transshipment terminals in Murmansk and Kamchatka cloud both the date of first commercial shipment and volumes the project will export in 2024.
Sanctions make long-term contract offtakes by project shareholders impossible, limiting sales options to spot deliveries — most likely to China and India, where buyers tend to be more willing to take discounted “toxic” cargoes. An expected deficit of ice-class tankers, mainly stemming from earlier EU sanctions, is as serious a problem, potentially limiting exports from the plant.
“While the first two trains of Arctic LNG 2 are likely to be launched over 2024-25, it remains unclear whether Novatek will be capable to sell at least its own [60%] part of total production,” Kapitonov said. “Novatek can sell some volumes on the spot market, but this strategy isn’t a safe one given huge volumes of LNG from the USA coming to the market in 2025."
China to Support Russian Exports
Russia’s overall gas exports are still likely to grow a bit in 2024, boosted by the ramping up of Power of Siberia supplies to China. These should reach 30 Bcm in 2024, up from around 22 Bcm expected this year, before hitting the contracted plateau of 38 Bcm/yr in 2025.
But apart from Power of Siberia supplies, agreed in 2014 and launched in 2019, there has been little visible progress in Gazprom’s eastward diversification of exports, which experts agree will take years and massive investments into new pipeline infrastructure.
Supplies under the 10 Bcm/yr “Far Eastern route” deal with China, agreed in early 2022, will start in 2027, according to Gazprom, while the key 50 Bcm/yr Power of Siberia 2 supply deal is not yet finalized. Gazprom’s main task in those talks is to conclude a firm take-or-pay contract rather than simply building the pipeline as soon as possible, Kapitonov said.
Gazprom in October 2023 started delivering gas to Uzbekistan under a 2-year deal for a modest 2.8 Bcm/yr and seeks to reach 15-year deals in 2024 with both Uzbekistan and Kazakhstan. But the combined demand in these two countries might be limited to 10 Bcm-15 Bcm/yr. Gazprom might also opt for gas swaps with Azerbaijan and rely on the proposed gas hub in Turkey for sales to Europe, Kapitonov said.
The launch of the first 6.6 million ton per year train of Arctic LNG 2, scheduled in January, was expected to be one of the key growth drivers for gas exports in 2024. But US sanctions against the project and associated transshipment terminals in Murmansk and Kamchatka cloud both the date of first commercial shipment and volumes the project will export in 2024.
Sanctions make long-term contract offtakes by project shareholders impossible, limiting sales options to spot deliveries — most likely to China and India, where buyers tend to be more willing to take discounted “toxic” cargoes. An expected deficit of ice-class tankers, mainly stemming from earlier EU sanctions, is as serious a problem, potentially limiting exports from the plant.
“While the first two trains of Arctic LNG 2 are likely to be launched over 2024-25, it remains unclear whether Novatek will be capable to sell at least its own [60%] part of total production,” Kapitonov said. “Novatek can sell some volumes on the spot market, but this strategy isn’t a safe one given huge volumes of LNG from the USA coming to the market in 2025."
China to Support Russian Exports
Russia’s overall gas exports are still likely to grow a bit in 2024, boosted by the ramping up of Power of Siberia supplies to China. These should reach 30 Bcm in 2024, up from around 22 Bcm expected this year, before hitting the contracted plateau of 38 Bcm/yr in 2025.
But apart from Power of Siberia supplies, agreed in 2014 and launched in 2019, there has been little visible progress in Gazprom’s eastward diversification of exports, which experts agree will take years and massive investments into new pipeline infrastructure.
Supplies under the 10 Bcm/yr “Far Eastern route” deal with China, agreed in early 2022, will start in 2027, according to Gazprom, while the key 50 Bcm/yr Power of Siberia 2 supply deal is not yet finalized. Gazprom’s main task in those talks is to conclude a firm take-or-pay contract rather than simply building the pipeline as soon as possible, Kapitonov said.
Gazprom in October 2023 started delivering gas to Uzbekistan under a 2-year deal for a modest 2.8 Bcm/yr and seeks to reach 15-year deals in 2024 with both Uzbekistan and Kazakhstan. But the combined demand in these two countries might be limited to 10 Bcm-15 Bcm/yr. Gazprom might also opt for gas swaps with Azerbaijan and rely on the proposed gas hub in Turkey for sales to Europe, Kapitonov said.
Russia is entering 2024 faced with heightened uncertainty about its natural gas export diversification plans, which could encounter a tougher roadblock because of intensified western sanctions.
Energy Intelligence understands that more restrictions might materialize next February, around the second anniversary of Russia’s invasion of Ukraine, while the latest round of US sanctions already raises red flags over new LNG volumes scheduled to come on line from the Arctic LNG 2 project in 2024.
“US sanctions on Arctic LNG 2 have become a bogeyman for Russia’s whole LNG strategy,” Sergei Kapitonov, an analyst at Skoltech Project Center for Energy Transition and ESG in Moscow, said. If Russia doesn’t adapt by revising its LNG marketing schemes and replacing foreign shipbuilders, its entire strategy to boost LNG exports to 140 million metric tons per year by 2035 might have to be put on hold, he added.
As for pipeline gas exports, which have dropped dramatically over the past two years, Russia’s main task for 2024-25 should be to maximize the potential of remaining accessible markets, Kapitonov said.
Russia exported some 28 billion cubic meters via pipeline to Europe in 2023, down from around 65 Bcm in 2022 and almost 150 Bcm in prewar 2021, Energy Intelligence calculates based on preliminary gas transmission data.
The EU estimates its natural gas imports from Russia at around 40 Bcm in 2023, roughly divided equally between pipeline gas and LNG, down from around 80 Bcm in 2022.
Overall exports appear to have touched a nadir where they will likely remain in 2024. On the other hand, 2025 exports to Europe are a greater uncertainty depending on whether Russia and Ukraine, with mediation from the EU, agree on the renewal of the gas transit contract expiring at the end of 2024. At this stage Moscow and Kyiv don’t appear to be willing to negotiate, which potentially removes around 40 million cubic meters per day, or around half of Russia's current flows to Europe, in 2025.
The Moscow-based Institute of Energy and Finance Foundation’s estimate of this year’s pipeline gas exports to Europe is more conservative — slightly less than 25 Bcm. The think-tank puts Russia’s overall pipeline gas exports in 2023 at slightly above 90 Bcm, including more than 20 Bcm in exports to China, around 20 Bcm to Turkey and less than 30 Bcm to former Soviet Union states. The latter, however, are difficult to assess due to a lack of reliable statistics.
Russia’s LNG exports will likely total some 32.3 million tons, or 44.5 Bcm, in 2023, down 2% from 2022, according to preliminary data from Kpler.
Energy Intelligence understands that more restrictions might materialize next February, around the second anniversary of Russia’s invasion of Ukraine, while the latest round of US sanctions already raises red flags over new LNG volumes scheduled to come on line from the Arctic LNG 2 project in 2024.
“US sanctions on Arctic LNG 2 have become a bogeyman for Russia’s whole LNG strategy,” Sergei Kapitonov, an analyst at Skoltech Project Center for Energy Transition and ESG in Moscow, said. If Russia doesn’t adapt by revising its LNG marketing schemes and replacing foreign shipbuilders, its entire strategy to boost LNG exports to 140 million metric tons per year by 2035 might have to be put on hold, he added.
As for pipeline gas exports, which have dropped dramatically over the past two years, Russia’s main task for 2024-25 should be to maximize the potential of remaining accessible markets, Kapitonov said.
Russia exported some 28 billion cubic meters via pipeline to Europe in 2023, down from around 65 Bcm in 2022 and almost 150 Bcm in prewar 2021, Energy Intelligence calculates based on preliminary gas transmission data.
The EU estimates its natural gas imports from Russia at around 40 Bcm in 2023, roughly divided equally between pipeline gas and LNG, down from around 80 Bcm in 2022.
Overall exports appear to have touched a nadir where they will likely remain in 2024. On the other hand, 2025 exports to Europe are a greater uncertainty depending on whether Russia and Ukraine, with mediation from the EU, agree on the renewal of the gas transit contract expiring at the end of 2024. At this stage Moscow and Kyiv don’t appear to be willing to negotiate, which potentially removes around 40 million cubic meters per day, or around half of Russia's current flows to Europe, in 2025.
The Moscow-based Institute of Energy and Finance Foundation’s estimate of this year’s pipeline gas exports to Europe is more conservative — slightly less than 25 Bcm. The think-tank puts Russia’s overall pipeline gas exports in 2023 at slightly above 90 Bcm, including more than 20 Bcm in exports to China, around 20 Bcm to Turkey and less than 30 Bcm to former Soviet Union states. The latter, however, are difficult to assess due to a lack of reliable statistics.
Russia’s LNG exports will likely total some 32.3 million tons, or 44.5 Bcm, in 2023, down 2% from 2022, according to preliminary data from Kpler.
2024,Plans,Concept
Dilok Klaisataporn/Shutterstock
Russia is entering 2024 faced with heightened uncertainty about its natural gas export diversification plans, which could encounter a tougher roadblock because of intensified western sanctions.
Energy Intelligence understands that more restrictions might materialize next February, around the second anniversary of Russia’s invasion of Ukraine, while the latest round of US sanctions already raises red flags over new LNG volumes scheduled to come on line from the Arctic LNG 2 project in 2024.
“US sanctions on Arctic LNG 2 have become a bogeyman for Russia’s whole LNG strategy,” Sergei Kapitonov, an analyst at Skoltech Project Center for Energy Transition and ESG in Moscow, said. If Russia doesn’t adapt by revising its LNG marketing schemes and replacing foreign shipbuilders, its entire strategy to boost LNG exports to 140 million metric tons per year by 2035 might have to be put on hold, he added.
Russia's LNG exports will likely total some 32.3 million tons, or 44.5 Bcm, in 2023, down 2% from 2022, according to preliminary data from Kpler. The launch of the first 6.6 million ton per year train of Arctic LNG 2, scheduled in January, was expected to be one of the key growth drivers for gas exports in 2024.
31 августа 2023, 00:24 / Экономика
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Kam tas melas.Iš Rusijos dujas perka visi ,o sankcijos jiems tik į naudą. Parduoda mažiau ,o gauna daugiau
Šūdo porcija lendsbergų klimaksinėms.Rusai dujų parduoda mažiau,bet kaina didesnė,o ES pas rusus perka net pusę reikalingo dujų kiekio.
Sausio 2 d. apie 9.00 val. vykdant karinių oro pajėgų lėktuvo skrydį virš Petropavlovkos gyvenvietės Voronežo srityje įvyko nenumatytas įvykis su aviacine bomba, aukų nėra. Buvo apgadinti šeši privatūs pastatai. Vyksta incidento aplinkybių tyrimas. Įvykio vietoje dirba komisija, kuri įvertina žalos pobūdį ir teikia pagalbą atstatant namus“., – skelbiama pranešime. TAIP PAT SKAITYKITE:
@dieve,ką tie mėšlia i išdarinėja
Kaip visada - bombarduoja Voronežą.
Kodėl brangs?
@0
Todėl,kad kinams beveik už dyką atiduoda...o iš kur pinigiukų ims žmonių žudymui svetimose šalyse
Žadėjo „sušaldyti“ Europą: rusų dujų eksportas smuko iki 1985-ųjų lygio, patiems rusams dujos brangs 34 proc.